Posts

OneNote and CRM... Wait What?

If you’re like me, you use OneNote for everything from grocery lists to taking notes when meeting with customers. So you can only imagine my excitement when Microsoft announced that we can now upload OneNote notes to CRM. Once in CRM a user can link them to a customer, opportunity, case, record or whatever you choose.

Azure ExpressRoute: CRM Security Evolved

I can’t tell you how many times a prospect or customer has asked me, “How safe is Dynamics CRM Online?” This is a valid question considering the fact that there are people out there, just waiting for the right moment to steal your identity via your credit cards and personal information. CRM Online users are simply reacting to the times and in response Microsoft has promised a solution to put these fears to rest.

CRM Mobile App Makeover

For years now Microsoft Dynamics CRM users have been left contemplating the very basic interface and that was the Dynamics CRM mobile application. In fact, the product seemed like more of a “Mobile Express” website trying to pass as a mobile application. Luckily for users and salespeople the world over, Microsoft has let your voices be heard.

A Clean CRM is A Happy CRM

For years now Microsoft Dynamics CRM users have been left contemplating the very basic interface and that was the Dynamics CRM mobile application. In fact, the product seemed like more of a “Mobile Express” website trying to pass as a mobile application. Luckily for users and salespeople the world over, Microsoft has let your voices be heard.

CRM Outlook Lagging Behind? Not Anymore!

Ever since it was introduced, the Microsoft Dynamics CRM Outlook client has been both a saving grace and a cause for frustration. The flexibility and seamlessness of the feature is second to none; however, the long processing time and occasional performance issues have left many users kicking the tires.

What is xRM?

Keep in mind, if you are new to the world of CRM it is best to keep it simple for near future. After all, you have to crawl before you walk and walk before you run.Microsoft Dynamics sits on a .NET platform. For those not familiar with .NET, think of the core of Dynamics CRM as a piece of clay that can be molded into whatever the artist wishes to create. The platform allows users to build business processes faster, and with less risk and lower cost than a standalone customer development solution.

Do What You Do Best

It’s often said that time is the more irreplaceable thing in life. You can earn more money, get a new car, or whatever your passion may be. Time, however is not for sale. To be blunt, your sales people and the processes they follow may be costing you time (and money). Let’s start from the ground up. Implementing a CRM system provides your sales team with the keys to unlocking customer data.

Why You Need CRM: "Big Data" vs. "Customer Data"

Why You Need CRM Big Data One of the most frequently spoken terms in the world of business today is “big data.” This of course, is the popular term used to describe the exponential growth and availability of data. Anything concerning customers, vendors, employees, competitors, internal IT systems and more is grouped into this bucket of facts and statistics.

Voice-Command Technology with Microsoft Dynamics CRM

Microsoft Dynamics CRM (Customer Relationship Management) users can now take advantage of latest update, that includes the ability to add Microsoft's Cortana voice-command technology.  Cortana only understands English and will initially work on devices running Windows Phone 8.1 with the functionality for iOS and Android devices coming in 6-12 months.